401(k) · DOL Form 5500 · 2023
United Bancorporation of Alabama, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 203
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $100,797
- Avg per participant Below avg balance/head
Official DOL plan name: United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan · Sponsored by United Bancorporation of Alabama, Inc. · Alabama · Finance & Insurance
$20M in assets, 203 participants
United Bancorporation of Alabama, Inc.'s United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan reported $20M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,291 in Finance & Insurance (8,869 peers)
United Bancorporation of Alabama, Inc. multi-year trail
United Bancorporation of Alabama, Inc.'s plans moved +23.2% in assets from 2022 to 2024; this filing shows United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan at $20M / 203 participants.
- #5,291
- in Finance & Insurance (8,869 peers)
- +11.7%
- assets growth YoY
United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan's outsized position by total assets
United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,461,881 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan reported participants fell from 228 in the plan year 2022 filing to 203 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 630833573 · United Bancorporation of Alabama, Inc. PY 2023 · 401(k)
United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan · $20M · 203 · 73rd
- TYPE $20M
- TYPE 203
- TYPE 73rd
- TYPE 401(k)
- TYPE near Onset Computer Corporation 401(k) Retirement Plan
- TYPE ind #5291
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Alabama →
United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan in the asset neighbourhood
United Bancorporation of Alabama, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All United Bancorporation of Alabama, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 23.2352256418286% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $18M |
| 2023 | 1 | 203 | $20M |
| 2024 | 1 | 239 | $23M |
United Bancorporation of Alabama, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 630833573 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Onset Computer Corporation 401(k) Retirement Plan in MA ($20M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.